HomeCompareWMCNX vs HDV

WMCNX vs HDV: Dividend Comparison 2026

WMCNX yields 18.71% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMCNX wins by $36379154.43M in total portfolio value
10 years
WMCNX
WMCNX
● Live price
18.71%
Share price
$10.69
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36379154.45M
Annual income
$36,009,410,109,696.20
Full WMCNX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — WMCNX vs HDV

📍 WMCNX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWMCNXHDV
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, WMCNX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WMCNX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WMCNX
Annual income on $10K today (after 15% tax)
$1,590.27/yr
After 10yr DRIP, annual income (after tax)
$30,607,998,593,241.77/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, WMCNX beats the other by $30,607,998,592,942.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WMCNX + HDV for your $10,000?

WMCNX: 50%HDV: 50%
100% HDV50/50100% WMCNX
Portfolio after 10yr
$18189577.24M
Annual income
$18,004,705,055,023.96/yr
Blended yield
98.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMCNX buys
0
HDV buys
0
No recent congressional trades found for WMCNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMCNXHDV
Forward yield18.71%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$36379154.45M$24.3K
Annual income after 10y$36,009,410,109,696.20$351.71
Total dividends collected$36354525.16M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: WMCNX vs HDV ($10,000, DRIP)

YearWMCNX PortfolioWMCNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$14,442$3,741.81$11,002$291.67+$3.4KWMCNX
2$25,553$10,100.67$12,082$299.61+$13.5KWMCNX
3$60,748$33,405.94$13,247$307.23+$47.5KWMCNX
4$213,441$148,440.90$14,503$314.52+$198.9KWMCNX
5$1,203,250$974,867.78$15,854$321.50+$1.19MWMCNX
6$11,559,814$10,272,336.97$17,308$328.15+$11.54MWMCNX
7$196,832,508$184,463,506.10$18,871$334.49+$196.81MWMCNX
8$6,081,483,129$5,870,872,345.64$20,551$340.53+$6081.46MWMCNX
9$345,555,459,672$339,048,272,723.76$22,357$346.27+$345555.44MWMCNX
10$36,379,154,451,545$36,009,410,109,696.20$24,296$351.71+$36379154.43MWMCNX

WMCNX vs HDV: Complete Analysis 2026

WMCNXStock

In pursuing the fund's investment objective, the Adviser employs dynamic, global macro-oriented asset and currency allocation strategies. These strategies attempt to exploit periodic market inefficiencies by taking long and short positions in various asset classes (e.g., equity and fixed-income) ("market-oriented strategies") and currencies ("currency-oriented strategies") with a view to profit from movements across and within such asset classes and currencies.

Full WMCNX Calculator →

HDVETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.